Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
6,972
shares
|
$2.91 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
6,968
shares
|
$2.91 Million
0.33% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
6,961
shares
|
$2.91 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,953
shares
|
$2.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,948
shares
|
$2.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,945
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Added 24.15%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
6,926
shares
|
$2.9 Million
0.41% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
6,914
shares
|
$2.89 Million
0.25% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
6,906
shares
|
$2.89 Million
0.37% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,863
shares
|
$2.87 Million
0.06% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
6,828
shares
|
$2.85 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
6,814
shares
|
$2.85 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
6,800
shares
|
$2.84 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
6,786
shares
|
$2.84 Million
1.04% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
6,767
shares
|
$2.83 Million
1.49% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
6,717
shares
|
$2.81 Million
1.19% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
6,710
shares
|
$2.81 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,701
shares
|
$2.8 Million
0.06% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
6,700
shares
|
$2.8 Million
0.5% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
6,700
shares
|
$2.8 Million
0.39% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
6,693
shares
|
$2.8 Million
0.29% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
6,661
shares
|
$2.78 Million
0.46% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
6,661
shares
|
$2.78 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
6,651
shares
|
$2.78 Million
0.6% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,638
shares
|
$2.78 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.18%
|